+20.6%
ABNB vs CI
+42.9%
-22.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.2% | -3.9% |
| 7D | -4.4% | -2.0% | -2.4% | -4.2% |
| 30D | -2.0% | -1.8% | -0.2% | -1.8% |
| 3M | +29.8% | -4.2% | +34.1% | +30.4% |
| 6M | +31.0% | +2.7% | +28.3% | +30.4% |
| YTD | +28.6% | +1.9% | +26.7% | +28.0% |
| 1Y | +40.1% | -6.3% | +46.3% | +40.3% |
| 3Y | +19.7% | +3.9% | +15.8% | +15.6% |
| 5Y | +6.5% | +41.9% | -35.4% | -1.7% |
| All | +20.6% | +42.9% | -22.3% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling